FAQS
Q: If I were to become a client, who would have custody of my money?
A: Client assets are held at Charles Schwab Institutional. Clients have their own personal account at Charles Schwab that they can view and monitor at all times.
Q: What is the procedure for becoming a client?
A: The first step is to request a telephone appointment with James Horton. The purpose of this appointment is to determine if our money management services are right for your unique situation. In the event our services are ideal for your needs steps will then be taken to open an account at Charles Schwab Institutional and get it properly funded. To schedule an appointment please go here.
Q: Are your money management services available regardless of where I live?
A: Yes. Horton Money Management has clients located throughout the United States.